Training/Workshop

Board Principles IV-Responsible Fundraising

Where

San Antonio Area Foundation, 303 Pearl Parkway, Suite 114, 78215

When

Wednesday, December 12, 2018

Time

9:00 AM - 12:00 PM

Overview

This "Responsible Fundraising” session will cover seven principles related to building donor support and confidence in the soliciting of funds.

Description

The Panel on the Nonprofit Sector, convened by Independent Sector and supported by BoardSource, developed “Principles for Good Governance and Ethical Practice” in 2007.  They identified 33 principles designed to guide board members and staff professionals of charitable organizations as they work to improve their own operations.  The San Antonio Area Foundation is presenting these 33 principles over four sessions to be held quarterly throughout the year (March, June, September and December).  

What this workshop will cover: 

  • Accuracy and Truthfulness of Fundraising Materials
  • Compliance with Donor Intent
  • Acknowledgement of Tax-Deductible Contributions
  • Gift Acceptance Policies
  • Oversight of Fundraisers
  • Fundraiser Compensation
  • Donor Privacy

Who should take this class?
Board members, Executive Directors, professional staff and administrative staff who support Board members or meetings.

This workshop is included in the Nonprofit Management Certification series and fulfills three hours in the Nonprofit Governance or Fundraising competency areas.

Cost:  $60.00

REFUND/CREDIT POLICY: The San Antonio Area Foundation has a no refund policy. If a workshop and/or class has been unexpectedly cancelled and/or postponed by the Area Foundation, a refund or credit towards another workshop and/or class will be issued. If a registrant is unable to attend a workshop and/or class, a substitute may be sent or a credit may be issued. No refunds or credits will be given for cancellations received less than 48 hours before a workshop.  

Register today

Important Information: By filling out this form, you are granting the San Antonio Area Foundation permission to use your personal data. Your data will be used solely for the purpose of registering for this Area Foundation workshop or training. Your personal data will not be shared, transferred or sold to third parties. You can withdraw consent to use your personal data at any time by emailing info@saafdn.org. Please write “Withdraw My Data” in the subject line of your email.

Meet our Presenter:


Jennifer Moriarty is the founder of the Moriarty Consulting Group. She is unique in the facilitation community due to her more than three decades in corporate and non-profit finance roles, coupled with extensive involvement in the local community. She draws deeply from this leadership base to provide a solid experiential foundation to support her clients. Jennifer believes in the power of shared ideas and thoughtful, intentional processes to determine actions that will create successful outcomes. Jennifer holds an MBA in Operational Management from St. Mary’s University, a BBA in Finance from Texas State University, and has received additional training through numerous banking, compliance and community development training programs. She is certified as an Economic Development Finance Professional by the National Development Council. Jennifer holds a certificate in Public Participation from the International Association for Public Participation and is a Board Source Certified Governance Trainer. She is a Qualified Trainer through the Institute of Cultural Affairs and carries a national certification as a Certified ToP® Facilitator (CTF).  She is a Texas Education Agency registered provider for continuing education for Texas school board members.

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303 Pearl Parkway, Suite 114
San Antonio, TX 78215

The San Antonio Area Foundation helps donors achieve their charitable goals for the greater benefit of the community.

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